Holistic Planning, LLC Vanguard Mid Cap ETF Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 16,480 shares of VO stock, worth $4.24 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
16,480
Previous 15,850 3.97%
Holding current value
$4.24 Million
Previous $4.18 Billion 4.09%
% of portfolio
1.58%
Previous 1.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$261.5 - $284.63 $164,745 - $179,316
630 Added 3.97%
16,480 $4.35 Billion
Q3 2024

Nov 01, 2024
BUY
$237.84 - $263.83 $2.06 Million - $2.28 Million
8,653 Added 120.23%
15,850 $4.18 Billion
Q2 2024

Jul 22, 2024
SELL
$234.99 - $248.98 $14,334 - $15,187
-61 Reduced 0.84%
7,197 $1.8 Billion
Q1 2024

May 01, 2024
SELL
$225.86 - $249.86 $70,468 - $77,956
-312 Reduced 4.12%
7,258 $1.81 Billion
Q4 2023

Feb 14, 2024
BUY
$195.66 - $233.95 $1.48 Million - $1.77 Million
7,570 New
7,570 $1.76 Billion

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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